Stephen Jones Email & Phone Number
Vice President @ NewSquare Capital, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Stephen Jones Location
- Malvern, PA, US
Stephen Jones Work
- 2017 -now Vice President @
- 1998 -2017 Vice President @
- 1994 -1998 Vice President @
- 1991 -1992 Financial Advisor @ Liberty Securities/Pamco
- 1988 -1991 Vice President @ Colonial Penn Annuity and Life
- now Regional Director @
Stephen Jones Education
- Drexel
Bachelor of Science (Marketing)
1974-1980
Stephen Jones Skills
- Mutual Funds
- Separately Managed Accounts
- Series 63
- Asset Allocation
- Investments
- Wealth Management
- Series 7
- Alternative Investments
- Fixed Annuities
- Series 65
- Asset Management
- Finance
- Financial Services
- Investment Advisory
- Financial Advisory
- ETFs
- Investment Strategies
- Retirement Planning
- Securities Regulation
- Trading
- Uniform Combined State Law
- Securities
- Portfolio Management
- Services
- Sales
- Accounting
- Business Development
- Project Management
- Marketing
Stephen Jones Summary
- Stephen Jones, based in Malvern, PA, US, is currently a Vice President at Newsquare Capital, LLC. Stephen Jones brings experience from previous roles at Eaton Vance, Essex National Securities, LLC, Liberty Securities/Pamco and Colonial Penn Annuity and Life. Stephen Jones holds a 1974 - 1980 Bachelor of Science in Marketing @ Drexel. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Series 63, Asset Allocation, Investments and more. Stephen Jones has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Stephen Jones?
Find contact details for 700 million professionals.
Others Named Stephen Jones
Stephen Jones
Founder - Chief Executive Officer
Cwmbran, GB
Stephen Jones
Chief Executive Officer
Portland, ME, US
Stephen Jones
CEO
Nottingham, GB
Stephen Jones
Founder and Director
Shrewsbury, GB
Stephen Jones
Managing Director UK and Nordics
Cardiff, GB
Stephen Jones
Chief Executive Officer
London, GB
Top NewSquare Capital, LLC Employees
Stephen Jones
Vice President
Malvern, PA, US
Joseph Rizzello
Chairman
Newtown Square, PA, US
Miguel Biamon
Senior Fixed Income Portfolio Manager
Newtown Square, PA, US
Matthew Wilson
Chief Compliance Officer
Philadelphia, PA, US
Kimberly Olsan
Senior Municipal Portfolio Manager
Philadelphia, PA, US
Joseph Naselli
Wealth Client Specialist
Philadelphia, PA, US
Gang Zhou
Portfolio Analyst
Newtown Square, PA, US
Courtney Horgan
Operations and Marketing Associate
Philadelphia, PA, US
Andrew Zach
Portfolio Analyst
Philadelphia, PA, US
Tyler Pugliese
Director, Investment Planning and Adviser Partnerships
Newtown Square, PA, US
Lee Grout
Senior Portfolio Manager
Newtown Square, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co